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CRM & Sales Hub

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Best way to do a bulk email without Sequences?
- Hi all, I'm a one-man band, so "Starter" at $15/month is where I'm at. Thus, I don't and won't have access to Sequences or fully featured automation. Marketing email is available, but I have an old 250-name list for which permissions don't exist. (Also, I don't want the look-and-feel of HTML email for this communication, anyway.) But I will definitely use personalization tokens. Templates are a good timesaver, but ... is there any way t ...read more
Fields containing links are not clickable in mobile app
- Hello from a rainy Helsinki! A client of ours has been facing a weird issue as of late. In their HubSpot we have a single-line text properties which host links to their ERP system. These properties are perfectly working on the desktop app. However, some users are facing issues on HubSpot mobile app, both on android and iOS. On desktop they can press the links, but sometimes the links are shown as not-clickable/accessible on HubSpot. We have ch ...read more
Count Number of Options in CheckBoxes
- Hello. I have a property that is a "Multiple checkboxes" property. I need the number of the values selected, rather than the actual value. Ex. Property called "Product" Deal #1 - Product A (selected) - Product B (Not selected) - Product C (selected) Deal #2 - Product A (selected) - Product B (selected) - Product C (selected) Deal #2 - Product A (No ...read more
Best Approach to Learn Sales for Complete Beginners
- i would like to know the suitable way to learn sales through hubspot's free certified courses for an absolute beginner. i'm 19 and i've started learning sales with the inbound sales course. am i starting right or there is a better introductory course? a lineup of courses from beginner to advanced list would be appreciated. thanks !! ...read more
Export Leads' data from the Prospecting workspace
- I believe without the export option my team and I might opt out of using the Prospecting/Leads feature, even though we see a lot of value in it. The lack of an export option, such as the ones from the Contact, Company, and other pages from CRM (first image); joined with the fact that only paid Sales seats can visualize the Prospecting workspace's data, leaves our management team completely blind as to how the Sales team is currently performing ...read more

sjudson on December 04, 2023

Ending Development for HubSpot's VSTO Sales Add-In

Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more

Reply Discussion Announcement

13 upvotes

0 Reply

SBönisch on October 15, 2024

Zoom Phone vs. Aircall integration

Hello everyone, We are a young startup based in Germany, using HubSpot, and currently making all our calls to contacts through our private mobiles. As you can imagine, this is a major challenge—nothing is logged, and no one on our team knows who read more

Reply Discussion Calling

0 upvote

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TKobi on October 15, 2024

Add teams link to reminder e-mails

Hi everyone Potential customers book a meeting with our sales via the hubspot meeting link. They get two reminder for the call. Is there a way to add the unique teams link to the reminder e-mails? We had several missed meeting where the potenia read more

Reply Discussion Meetings

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Solved

JZ34 on October 15, 2024

HubSpot app's "Scan business card" feature isn't saving phone numbers

As written in title. I use the HubSpot "Scan business card" feature to create new contacts. After scanning business cards and creating contacts, the phone numbers are not being saved. This issue has been happening for the past few weeks. read more

Reply Discussion Contacts

1 upvote

1 Reply

Lucila-Andimol

Thought Leader | Platinum Partner

October 15, 2024

Hi @JZ34 have you checked all the phone properties? THere was a similar post a couple of days ago and the phone was being recorded in mobile...read more

Solved

ah2x on October 14, 2024

Automatically moving Deals between pipelines based on value

A really valuable feature would be being able to create a rule within a property value that allows Deals to be automatically assigned to specific pipelines based on their dollar value. We want to set up two seprate Customer Onboarding pipelines, read more

Reply Discussion CRM Deals Sales Sequences Workaround Workflows

0 upvote

9 Replies

ah2x

Participant

October 15, 2024

Thanks a lot for your help!

HammadBarak on October 14, 2024

Get Contact Engagement

Hi, I need help regarding engagement API, My use-case is that i need to return the call, email, note and form activity of a contact. Any help would be appreciated. I am willing to use v3 API for these. Thankyou

Reply Discussion CRM

0 upvote

1 Reply

RatulRahman

Contributor | Gold Partner

October 15, 2024

Hi @HammadBarak , Yes It's possible, we can help you with that.

rojono1 on October 14, 2024

how to create a hubspot list from sequence error contacts by the step where they dropped off?

how to create a hubspot list from sequence error contacts by the step where they dropped off? This should be doable (maybe not) all we want to is to reenroll contacts who dropped off a squence due to reaching the send limit (Wouldn't HS be able to read more

Reply Discussion Enterprise

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